Responsibilities

• Business Development & Client Growth: Drive revenue growth by expanding existing banking and credit union client relationships and acquiring new "on-strategy" clients; Own and exceed annual revenue targets of $5M-$12M through consultative selling of marketing strategy and transformation services; Develop and maintain C-level relationships with CMOs, heads of retail banking, heads of lending, Chief Compliance Officers, and other senior executives at target financial institutions; Lead and mentor multi-disciplinary teams of Account Executives, strategists, creatives, and data analysts to drive successful opportunity pursuit; Lead proposal development, pitch presentations, and contract negotiations for complex, multi-million dollar marketing engagements; Identify cross-sell and upsell opportunities within existing accounts to maximize client lifetime value; Position the firm as the premier marketing strategy partner for mid-market banks and credit unions.
• Engagement Delivery & Leadership: Serve as the expert lead on campaign strategy, including audience selection, omni-channel execution, and marketing analytics; Ensure successful implementation of marketing technology solutions and data-driven marketing capabilities; Continuously monitor marketing performance and client satisfaction to ensure business outcomes and long-term value realization; Drive innovation in service offerings, methodologies, and delivery approaches; Act as trusted advisor to client executives on marketing transformation and customer growth strategies

Requirements

• Bachelor's degree required; MBA or advanced degree in Marketing, Business, or related field (strongly preferred)
• Professional certifications in marketing, digital strategy, or financial services a plus
• Minimum 15+ years of experience in management consulting, marketing consulting, or agency leadership roles
• Demonstrated track record of success in financial services, with deep expertise in retail banking and/or credit union sectors
• Proven ability to consistently meet or exceed sales targets of $5M+ annually
• Experience leading complex marketing transformation engagements for financial institutions
• Track record of building and maintaining C-level client relationships
• Previous experience at Big 4 consulting firms, Tier 1 consultancies, or leading marketing agencies strongly preferred
• Partner, Managing Director, Principal, or Senior Manager level experience required
• Technical & Domain Expertise: Deep understanding of consumer/retail banking marketing, including customer acquisition, retention, and growth strategies; Expertise in both traditional (direct mail, branch marketing) and digital marketing channels; Comprehensive knowledge of marketing technology (MarTech) and advertising technology (AdTech) solutions; Proficiency in marketing analytics, campaign performance measurement, and ROI optimization; Understanding of banking regulations and compliance requirements affecting marketing activities; Knowledge of current trends in financial services marketing, including personalization, AI/ML applications, and omnichannel strategies.

Benefits

• Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!
• EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .